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NBB vs SPY

Comparison between Nuveen Taxable Municipal Income Fund (NBB, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed NBB, delivering a return of +13.3% compared to -0.3%

NBB vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
NBB
$474M
Winner
SPY
$735B
Expense Ratio
NBB
N/A
SPY
0.09%
Max Drawdown
Winner
NBB
42.71%
SPY
56.47%
Sharpe Ratio
NBB
0.46
Winner
SPY
1.62
5Y Beta
Winner
NBB
0.16
SPY
1.00
P/E Ratio
NBB
N/A
SPY
28.99
Forward P/E
NBB
N/A
SPY
22.37
5Y Dividends CAGR
NBB
1.84%
Winner
SPY
5.43%
5Y EPS CAGR
NBB
N/A
SPY
26.05%
Debt to Equity
NBB
N/A
SPY
32.40%
P/S Ratio
NBB
N/A
SPY
3.74
P/B Ratio
NBB
N/A
SPY
5.61

NBB vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
NBB
-0.27%
Winner
SPY
+1.90%
3M
NBB
-0.79%
Winner
SPY
+8.55%
6M
NBB
+0.53%
Winner
SPY
+8.18%
1Y
NBB
+7.82%
Winner
SPY
+25.79%
5Y(CAGR)
NBB
-0.34%
Winner
SPY
+13.32%
10Y(CAGR)
NBB
+2.86%
Winner
SPY
+15.19%
Max(CAGR)
NBB
+5.16%
Winner
SPY
+8.47%

NBB vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearNBBSPY
2026+2.37%+8.26%
2025+12.97%+18.00%
2024+1.78%+25.59%
2023+7.51%+26.72%
2022-24.19%-18.64%
2021+2.06%+30.52%
2020+13.82%+17.28%
2019+18.82%+31.09%
2018-6.08%-5.24%
2017+12.97%+20.78%
2016+8.81%+13.59%
2015+1.49%+1.31%
2014+22.93%+14.56%
2013-6.71%+29.00%
2012+7.88%+14.17%
2011+18.84%+0.85%
2010-4.27%+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

NBB vs SPY Drawdown Comparison

The maximum drawdown for NBB was -33.51%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current NBB drawdown is -6.58%. The current SPY drawdown is -2.90%.

RankNBBSPY
#1-33.51%
Sep 15, 2021 - Oct 19, 2023		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-27.83%
Feb 21, 2020 - Aug 6, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-16.99%
May 1, 2013 - May 29, 2014		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-12.58%
Oct 13, 2010 - Aug 3, 2011		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-12.45%
Sep 6, 2016 - Aug 31, 2017		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-10.51%
Jan 4, 2018 - Mar 25, 2019		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-9.87%
Feb 2, 2015 - Jan 15, 2016		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-8.79%
Jan 27, 2021 - Jul 8, 2021		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-7.38%
Feb 8, 2012 - May 30, 2012		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-5.80%
Sep 3, 2019 - Jan 15, 2020		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-5.77%
Aug 1, 2012 - Nov 8, 2012		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-5.39%
Aug 7, 2020 - Dec 2, 2020		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-3.81%
Nov 12, 2012 - Jan 11, 2013		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-3.74%
Oct 16, 2017 - Dec 6, 2017		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-3.33%
Aug 29, 2014 - Oct 15, 2014		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between NBB and SPY is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82
-101

Dividend Comparison (1999 - 2026)

NBB vs SPY dividend yield comparison.

YearNBBSPY
20263.08%0.24%
20257.33%1.07%
20246.96%1.21%
20238.33%1.40%
20227.86%1.65%
20215.50%1.20%
20204.67%1.52%
20195.54%1.75%
20186.38%2.04%
20175.62%1.80%
20166.35%2.03%
20156.79%2.06%
20146.57%1.87%
20137.53%1.81%
20126.24%2.18%
20116.84%2.05%
20104.46%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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